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Meet The Team
Both our advice team and our technical support team are here to assist you in your financial endeavours. Trust our experience and dedication as we work under one of the largest and most trusted financial service providers in Africa, Old Mutual Limited.
Sean van Zyl, CFP®
Certified Financial Planner/Principal
Keith Robinson, CFP®
Certified Financial Planner
Mike Feldtman
Associate/ Established Financial Adviser
Timeka Cornelius
Administrator
Elsebe Feldtman
Office Manager/ Personal Assistant
Jodie-Leigh Ohlsson
Personal Assistant
Our Commitment to You
We will:
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Strive to acquire and maintain a thorough understanding of your financial goals.
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Stay abreast of the changes and trends in the financial services industry and how this could affect you.
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Update your financial information on a regular basis to ensure that it remains current.
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Explain the implications of all the financial planning strategies recommended and answer any questions you may have.
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Update you as and when relevant through appropriate means.
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Meet with you regularly to review whether you remain on track to achieving your financial goals.
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Resolve queries and questions at point of contact.
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Treat you with respect and professionalism.
Contact Us
Reach out to us for more information about the services we provide and what we can do for you.